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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1476
WealthGarden F.S.
California
$586K +$174K +811 +44%
ARMT
1477
Amica Retiree Medical Trust
Rhode Island
$585K +$566K +2,647 New
SFS
1478
Strategic Financial Services
New York
$585K -$12.8K -60 -2%
FA
1479
Fiduciary Alliance
South Carolina
$583K +$71K +332 +14%
FBT
1480
First Bank & Trust
South Dakota
$581K +$91.8K +429 +20%
BW
1481
Bison Wealth
Georgia
$581K -$40.9K -191 -7%
UWPG
1482
Ullmann Wealth Partners Group
Florida
$580K -$19.5K -91 -3%
UCB
1483
United Community Bank
South Carolina
$580K – – –
HPM
1484
Hudson Portfolio Management
New York
$578K +$560K +2,617 New
CNTOF
1485
Canandaigua National Trust of Florida
New York
$577K +$559K +2,611 New
WAG
1486
Winthrop Advisory Group
Massachusetts
$575K -$3.21K -15 -0.6%
IDA
1487
Intelligence Driven Advisers
California
$575K +$50.9K +238 +10%
LA
1488
Lynch & Associates
Indiana
$574K – – –
CTWM
1489
Cherry Tree Wealth Management
Minnesota
$573K -$59.1K -276 -10%
CTA
1490
Chesley Taft & Associates
Illinois
$573K +$3.21K +15 +0.6%
FRA
1491
Frank Rimerman Advisors
California
$572K – – –
FC
1492
Forte Capital
New York
$572K +$18.6K +87 +3%
SFP
1493
Shepherd Financial Partners
Massachusetts
$571K -$9.2K -43 -2%
WSCM
1494
Wellington Shields Capital Management
New York
$571K -$241K -1,125 -30%
TVAMP
1495
Tennessee Valley Asset Management Partners
Tennessee
$571K +$146K +681 +36%
JFA
1496
JNBA Financial Advisors
Minnesota
$567K -$20.1K -94 -4%
MMHP
1497
Murphy Middleton Hinkle & Parker
Georgia
$566K -$42.4K -198 -7%
UFAC
1498
Urban Financial Advisory Corp
Illinois
$565K +$1.93K +9 +0.4%
EM
1499
ELCO Management
New York
$564K – – –
JSSH
1500
J. Safra Sarasin Holding
$563K +$55.2K +258 +11%
58 59
60
61 62